|
Application
|
Module
|
Feature
|
Object
|
Required Permissions
|
|---|---|---|---|---|
|
Dispatch and Scheduling
|
Dispatch Console
|
Event Management DC Configuration Management
|
Event (Event)
|
READ, CREATE, UPDATE
|
|
ServiceMax Event (SVMXC__SVMX_Event__c)
|
READ, CREATE, UPDATE, DELETE
|
|||
|
Work Order (SVMXC__Service_Order__c)
|
READ, CREATE, UPDATE
|
|||
|
User (User)
|
READ, CREATE, UPDATE
|
|||
|
Schedule Optimization
|
All functionality
|
Work Order (SVMXC__Service_Order__c)
|
UPDATE
|
|
|
Event (Event)
|
UPSERT, DELETE
|
|||
|
ServiceMax Event (SVMXC__SVMX_Event__c)
|
UPSERT, DELETE
|
|||
|
Scheduling Violation (SVMXC__SM_Scheduling_Violation__c)
|
DELETE
|
|||
|
Technician/Equipment (SVMXC__Service_Group_Members__c)
|
UPDATE
|
|||
|
Attachment (Attachment)
|
READ, CREATE
|
|||
|
Scheduling Job Summary (SVMXC__SM_Scheduling_Job_Summary__c)
|
READ, CREATE
|
|||
|
Optimizer Transactions (SVMXC__SVMX_Optimizer__c )
|
UPSERT
|
|||
|
Service Flow Manager (SFM)
|
SFM – Online
|
SFM Delivery Output Doc Generation
|
Checklist Attachment (SVMXC__SM_Checklist_Attachment__c)
|
READ, CREATE, UPDATE, DELETE
|
|
Checklist (SVMXC__Checklist__c)
|
READ, CREATE, UPDATE
|
|||
|
Mobile
|
Mobile Sync
|
Record - Save/Sync
|
ServiceMax Processes (SVMXC__ServiceMax_Processes__c)
|
READ, CREATE, UPDATE, DELETE
|
|
ServiceMax Configuration Data (SVMXC__ServiceMax_Config_Data__c)
|
READ, CREATE, UPDATE, DELETE
|
|||
|
ServiceMax Web
|
Data Extraction
|
Work Order Data Extraction - Quick Books
|
Work Order (SVMXC__Service_Order__c)
|
READ, UPDATE
|
|
Entitlement
|
Work Order - Interactive entitlement Case - Interactive and Auto Entitlement Manage Warranties
|
Included Service (SVMXC__Service_Contract_Services__c)
|
READ, EDIT, CREATE
|
|
|
Service/Maintenance History (SVMXC__Entitlement_History__c)
|
READ, CREATE, UPDATE
|
|||
|
Proforma Invoice
|
Service Contract Invoice Work Order Invoice
|
Proforma Invoice (SVMXC__Proforma_Invoice__c)
|
READ, CREATE, UPDATE
|
|
|
Proforma Invoice Detail (SVMXC__Proforma_Invoice_Detail__c)
|
READ, CREATE, UPDATE
|
|||
|
Proforma Invoice Line (SVMXC__Proforma_Invoice_Line__c)
|
READ, CREATE
|
|||
|
Service/Maintenance Contract (SVMXC__Service_Contract__c)
|
READ, UPDATE
|
|||
|
Work Order (SVMXC__Service_Order__c)
|
READ, UPDATE
|
|||
|
Case (Case)
|
READ, UPDATE
|
|||
|
Preventive Maintenance
|
All functionality Task Template
|
(SVMXC__Task_Template__c)
|
READ, CREATE
|
|
|
Covered Product (SVMXC__Service_Contract_Products__c)
|
READ, UPDATE
|
|||
|
Work Order (SVMXC__Service_Order__c)
|
READ, UPDATE
|
|||
|
Preventive Maintenance Plan (SVMXC__PM_Plan__c)
|
READ, CREATE, UPDATE
|
|||
|
Preventive Maintenance Coverage (SVMXC__PM_Coverage__c)
|
READ, CREATE, UPDATE
|
|||
|
PM Schedule Definition (SVMXC__PM_Schedule_Definition__c)
|
READ, UPDATE
|
|||
|
PM Schedule (SVMXC__PM_Schedule__c)
|
READ, CREATE, UPDATE, DELETE
|
|||
|
IB App
|
IB App Setup
|
Attributes Template (SVMXC__SM_Attributes_Template__c)
|
READ, EDIT, CREATE, DELETE
|
|
|
Product Configuration (SVMXC__ProductConfiguration__c)
|
READ, EDIT, CREATE
|
|||
|
TA Picklist Definition (SVMXC__SM_TA_Picklist_Definition__c)
|
READ, CREATE, EDIT, DELETE
|
|||
|
Configuration
|
SFM Configuration
|
SFM Event (SVMXC__SFM_Event__c)
|
READ, CREATE, UPDATE, DELETE
|
|
|
Service Org
|
Manage Team Manage Technician Manage Territory
|
Expertise (SVMXC__Service_Group_Skills__c)
|
UPSERT
|
|
|
Product Serviced (SVMXC__Service_Group_Product__c)
|
UPSERT
|
|||
|
Team Labor Cost (SVMXC__Service_Group_Costs__c)
|
UPSERT
|
|||
|
Dispatcher Access (SVMXC__Dispatcher_Access__c)
|
UPSERT
|
|||
|
Territory Coverage (SVMXC__Territory_Coverage__c)
|
UPSERT, INSERT, DELETE
|
|||
|
Territory (SVMXC__Territory__c)
|
UPDATE
|
|||
|
Warranties
|
Manage warranties
|
Product Warranty (SVMXC__Warranty__c)
|
READ, CREATE
|
|
|
Service Contracts
|
Manage Zones
|
Service Zone (SVMXC__Service_Zone__c)
|
UPSERT, UPDATE, DELETE
|
|
|
Case Management
|
Entitlement
|
Case (Case)
|
READ, CREATE, UPDATE
|
|
|
Service/Maintenance History (SVMXC__Entitlement_History__c)
|
READ, CREATE, UPDATE
|
|||
|
Parts Inventory
|
Stock Lookup
|
Parts Request (SVMXC__Parts_Request__c)
|
READ, UPDATE
|
|
|
Work Detail (SVMXC__Service_Order_Line__c)
|
READ, UPDATE
|
|||
|
Validate Address
|
Used in multiple feature
|
Installed Product (SVMXC__Installed_Product__c), Work Order (SVMXC__Service_Order__c), Service Team (SVMXC__Service_Group__c), Technician/Equipment (SVMXC__Service_Group_Members__c), Location (SVMXC__Site__c)
|
READ, UPDATE
|